BROWNSTONE INVESTMENT GROUP, LLC

Broker-DealerFINRA MemberEst. 1998
Total AUM
Advisory reps
48
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
43884
Registered since
April 17, 1998

Firm profile

FINTRX

Overview

Brownstone Investment Group, LLC is registered with the SEC and has been on record since 1998. The firm operates as a limited liability company and is owned by a combination of a domestic entity and an individual. FINTRX characterizes the firm as unclassified and provides minimal public detail about its business lines. The record indicates Brownstone is not identified as a capital allocator, pension consultant, related adviser, or an active ESG investor; it is also not listed as a multi-state adviser or a newly formed adviser.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 3
  • DOUGLAS LOWEY

    Founding Principal, President and CEOCRD 1932929

  • MICHELLE HUNTER

    Chief Compliance OfficerCRD 2689083

  • JOANNE BARTMESS

    Chief Financial OfficerCRD 2922047

Contacts

3 of 45
  • BRENDAN FOWLER

    AnalystCRD 7054951

  • Griffin Donnelly

    TraderCRD 7095526

  • MICHEL WARD

    DirectorCRD 1572256

Unlock 42 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
NEW YORK
Address
505 5th Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth